DONOR MANAGEMENT & ACKNOWLEDGEMENT

Your most valuable assets are your donors, who change your mission from a vision to a reality. O’Leary & Anick’s goal is to handle the back-office work to let you concentrate on contacting and meeting with your benefactors.

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Value Added

  • Time for cultivation of new donors
  • Expertise in multiple donor databases
  • Specialized donor and trend reports
  • Safe, secure, and worry-free
  • Recommend best practices
  • Over 10 years of experience

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High Touch Solutions

  • Focus on donors versus processing
  • All forms of donations processed
  • Timely deposits
  • Personalized thank-you letters

Employees Communicating - Our Benefits

OUR BENEFITS

  • More cost-effective compared to staff time
  • Quality assurance in deposits and data
  • Higher standards of internal control
  • End-of-year donor tax statements
  • Setup of online portals for donations
  • Processing of credit card and electronic donations
  • Help answer questions on the benefits of different fund development software packages
Mary Schinkowitch
Executive Director of Broadscope Disability Services

“Our longstanding partnership with O’Leary & Anick has been wonderful. They are easy to work with, incredibly knowledgeable, and very thorough. We are grateful to have their support and dedication!”

Lindsey St. Arnold Bell
Executive Director of Near West Side Partners

“O’Leary & Anick is the partner every nonprofit needs to help manage and master accounting. They are a crucial addition, supporting us so that we can continue to make a lasting impact.”

Terri Alexander
Executive Director of 4C-For Children, Inc.

“Our O’Leary & Anick accountant is more than a partner but an instrumental member of our organization. Their professionalism and great attention to detail are essential to our continued success. I highly recommend partnering with O’Leary & Anick.”

Vicki Wachniak
Executive Director of Life Navigators

“Our business and financial operations have never been stronger: clean audits, timely financial statements, payroll services, and funder reporting.”

Jacci Borchardt
CEO of Vision Forward

“The team at O’Leary & Anick is supportive, responsive, and professional, taking the time to get to know our unique nonprofit organization and staff.”

Michael A. Crowley
Chief Executive Officer of The National Kidney Foundation

“O’Leary & Anick’s knowledgeable staff are always willing to work alongside us to find creative and effective solutions. Their team is adaptable, detail-oriented, and committed to serving our shared community.”

Rob Henken
President of Wisconsin Policy Forum

“Their understanding of the financial needs and worries of nonprofits is unparalleled and I would highly recommend them to any fellow nonprofit leader.”

Kelly Cieslak
MBA Executive Director of Wisconsin Parkinson Association

“The choice is clear for us. O’Leary & Anick has not only assisted me in becoming a more effective leader but has also played a crucial role in our organization’s growth, enhancing our ability to serve our clients.”

Patrick O. Dunphy
Board Chair of The Guest House of Milwaukee

“O’Leary & Anick knows and understands the nonprofit community and has demonstrated an unwavering commitment to advise and empower their clients. It is a great partnership.”

Elevate your nonprofit organization today, with help from O'Leary & Anick.